Bar and Court Admissions

Alison F. Egan

Alison Egan is Of Counsel in Caplin & Drysdale's Washington, D.C., office. Ms. Egan assists high-net-worth individuals and their families by designing and implementing tailored strategies to preserve their wealth for future generations.

Services

Drawing on her experiences working in both the business and the nonprofit sector, Ms. Egan is skilled at identifying critical issues, asking probing questions, and utilizing rigorous analysis to arrive at the best solutions for her clients. Ms. Egan has a high degree of comfort using quantitative analysis to produce insights into the estate, gift, generation-skipping, and income tax implications of sophisticated planning options, and she takes pride in producing straightforward and accessible communications for her clients outlining their proposed estate plans.

Examples of Ms. Egan’s services for clients have included:

crafting trusts to ensure future generations’ access to wealth aligns with the interests of the client;

designing and managing sophisticated international estate plans with sizable privately held business interests;

overseeing all aspects of major gift transactions, including sales to intentionally defective grantor trusts and transfers to GRATs;

researching and drafting a private letter ruling request for trustees of a large marital trust to address concerns about tax treatment of a potential distribution;

leading the compilation of a complex estate tax return in a matter involving multiple interested and separately represented parties; and

advising a major international corporation on its creation of a grantor trust.